Projekt 2: “Actual vs. Plan done right”

This is the central project of the course. The dataset (also originating from Excel) will include separate fact tables for Actual and Plan and four different dimensions:

• Geo (Customers)
• Salesperson
• Business Unit

The number of different tables will require a deeper look into the ETL (Power Query) part of Power BI using functions like Append, Unpivot and much more. This project will also feature a more comprehensive Dynamic DAX Calendar, DAX time intelligence measures, disconnected slicers for switching calculations…

Actual vs. Plan done right project should take eight academic hours to complete and will include but not be limited to:

• Power Query
  • Creating base queries to all required tables
  • Using the Append function
  • Normalization with the Unpivot function
• Data Modeling
  • Creation of an advanced DAX Calendar
    • Modeling with calendar tables
  • Building a Start Schema model
  • Creation of measures
    • Time intelligence DAX functions
      • DATESYTD
      • DATEADD
    • AC, PL and PY
  • Actual vs. Plan monthly report
    • Use of different Visuals
    • Conditional Formatting
  • Synonyms
  • Drillthrough
  • Bookmarks
  • ToolTips
  • Using Custom Visuals in Power BI
• Power BI Service
  • Creating the App workspace
  • Publishing the created model and reports to the Power BI service
  • Creating a Dashboard
  • Q&A